YorkBridge Wealth Partners’s Halliburton HAL Stock Holding History

YorkBridge Wealth Partners’s Portfolio HAL Stock Details HAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-922	Closed	-$21K	–	371
2019 Q2	$21K	Hold	922	–	–	0.01%	467
2019 Q1	$27K	Hold	922	–	–	0.01%	423
2018 Q4	$25K	Sell	922 -1,700	-65%	-$57.4K	0.01%	409
2018 Q3	$108K	Hold	2,622	–	–	0.05%	270
2018 Q2	$118K	Sell	2,622 -504	-16%	-$25.1K	0.05%	265
2018 Q1	$157K	Hold	3,126	–	–	0.07%	209
2017 Q4	$156K	Sell	3,126 -39	-1%	-$1.72K	0.08%	208
2017 Q3	$146K	Buy	3,165 +2,243	+243%	+$94K	0.08%	210
2017 Q2	$40K	Hold	922	–	–	0.02%	397
2017 Q1	$42K	Hold	922	–	–	0.02%	389
2016 Q4	$46K	Buy	+922	New	+$46K	0.03%	364

Other funds holding HAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

YorkBridge Wealth Partners's HAL Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Halliburton (HAL) in Q3 2019, closing a stake of 922 shares — an estimated $21K sold.

YorkBridge Wealth Partners first reported a position in HAL in Q4 2016 and held it in 11 quarters. The position peaked at $157K in Q1 2018. 722 funds tracked by Wall St. Rank hold HAL as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Halliburton position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 922 Halliburton shares in Q3 2019, an estimated $21K.
YorkBridge Wealth Partners first reported a position in Halliburton in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Halliburton position peaked at $157K in Q1 2018.
722 funds tracked by Wall St. Rank held Halliburton as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.